Filed December 17, 2024 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,440 | $93,064+265.8% | $74,577+356.5% | $273,972+24.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.24% | 26.18%-25.9pp | 20.47%-20.2pp | 41.46%-41.2pp |
| Employer contribution / active EE | $7,195 | $3,160+127.7% | $2,525+184.9% | $4,869+47.8% |
| Participant deferral / active EE | $7,670 | $4,160+84.4% | $3,458+121.8% | $5,287+45.1% |
| Admin fee / account holder | $666 | $5,273-87.4% | $4,138-83.9% | $10,133-93.4% |